A boom of investment in artificial intelligence has led to an unforeseen problem: a shortage of the world's memory chip supply, which threatens to drive up the price of consumer electronics like laptops, smartphones and video game consoles.
TAIPEI -- Geopolitical tensions and weak demand have left the global chip industry facing an "unprecedentedly severe" situation, China's chipmaking giant Semiconductor Manufacturing International Corp. said on Friday.
The company said it will nevertheless maintain its capital spending plans, despite increasingly strict U.S. export controls on China's chip sector.
DAVOS, Switzerland -- Running Intel amid dramatic changes in global semiconductor demand feels like hitting a car's brakes and its gas pedal at the same time, the U.S. chipmaker's chief executive said on Thursday.
Turmoil in the chip supply chain, caused by the spread of COVID-19 and rising geopolitical risks, has prompted major semiconductor companies to invest vast amounts of money toward building fabrication plants worldwide.
DAVOS, Switzerland -- Running Intel amid dramatic changes in global semiconductor demand feels like hitting a car's brakes and its gas pedal at the same time, the U.S. chipmaker's chief executive said on Thursday.
Turmoil in the chip supply chain, caused by the spread of COVID-19 and rising geopolitical risks, has prompted major semiconductor companies to invest vast amounts of money toward building fabrication plants worldwide.
PALO ALTO, U.S./NEW YORK -- Is $52 billion in cash from Washington enough to coax Asia's biggest chipmakers to set up plants in the U.S.? Apparently not.
That is the amount that the U.S. government has earmarked as incentives to build up the domestic semiconductor industry after the COVID pandemic sparked one of the most severe and persistent chip shortages in history.
Semiconductors are in everything. Our phones, our laptops, our televisions. Even our cars. But concerns about a global recession and continued worries about supply shortages stemming from lingering pandemic-related shutdowns in Asia over the past two years are hurting top chip companies.
Modern machinery uses loads of chips to enable their advanced functionality. There is nothing surprising here as almost all kinds of devices use electronics components nowadays, particularly logic chips. But there is a problem, as the lack of commodity chips that cost dollars or even pennies can disrupt shipment of a $50,000 car or a $150 million lithography scanner.
The global automotive manufacturing industry received $2.86 trillion in revenue in 2021, according
PENANG, Malaysia -- The global chip supply crunch triggered by the coronavirus pandemic is likely to be dragged further into the next two years as the Russia-Ukraine conflict chokes off the availability of key materials used in their production, a semiconductor industry body said on Tuesday.
Ajit Manocha, president and CEO of SEMI, an association comprising companies involved in the electronics design and manufacturing supply chain, said chipmakers are struggling to find replacements for raw materials purchased from Ukraine, primarily highly purified rare gases such as neon, helium and
In an interview with CNBC's TechCheck, Intel CEO Pat Gelsinger said he expected the chip shortage to continue to drag on, at least until 2024. Unfortunately he didn't go into too much detail as to why, beyond there being an equipment shortage, which in turn will slow down the speed at which new fabs can be put online. In other words, Intel is pointing fingers at ASML and other companies that manufacture the various types of equipment that is needed to manufacture semiconductors.
Intel is
In brief: Equipment makers in the semiconductor industry have been reluctant to increase capacity, even as the world's biggest chipmakers are scrambling to expand their operations. Even if they did, ongoing shortages of essential materials and components would severely limit their ability to deliver more equipment in a timely manner.
Chipmakers like TSMC, Samsung, and Intel are pouring billions into their ambitious expansion plans. The semiconductor industry has had difficulty adapting to the surge in demand for everything powered by silicon, which has prompted foundries to invest in building